We once again scoured the industry for the most successful managers of investment services programs at banks and credit unions.
The winners were ranked on several criteria, including the number of advisers they oversee, team assets under management, percentage growth in team production, and production per adviser.
We uses variables that account for size, as well as metrics that capture growth and efficiency. That way, we recognize well-rounded professionals, as opposed to those who excel in one area but fall short in others. Scroll through to meet this year's top 25 program managers.
- In a tough year for bank wealth management, these bosses kept their advisers focused – and boosted business.
- Here we present the program managers who won in each metric used to determine the main Top 25 ranking (and more).
- As profit and distribution models evolve, branch advisers who primarily serve the middle market will fade.
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Read it straight from the horses' mouths: the biggest management challenges and business objectives from the Top 25 Program Managers.
May 3 - Here’s how our top program managers handle the double-whammy of greater competition and heightened regulation.
